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Ares Financial Consulting’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Ares Financial Consulting’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Sell
5,636
-570
-9% -$23.6K 0.17% 78
2026
Q1 		$258K Sell
6,206
-7,668
-55% -$322K 0.2% 67
2025
Q4 		$582K Buy
+13,874
New +$584K 0.55% 35

Other funds holding AVIG

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Ares Financial Consulting's AVIG Position: Q2 2026 in Review

Ares Financial Consulting reduced its Avantis Core Fixed Income ETF (AVIG) stake by 9.2% in Q2 2026, selling an estimated $23.6K and leaving 5,636 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #78.

Ares Financial Consulting first reported a position in AVIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Ares Financial Consulting held 5,636 shares of Avantis Core Fixed Income ETF worth $233K as of Q2 2026.
  • Ares Financial Consulting sold 570 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $23.6K.
  • Avantis Core Fixed Income ETF made up 0.17% of Ares Financial Consulting's portfolio in Q2 2026, its #78 holding.
  • Ares Financial Consulting first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Avantis Core Fixed Income ETF position peaked at $582K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.